Seth Klarman — Recent Buys
Baupost Group · New and increased positions in the Q2 '26 13F filing.
Filed August 13, 2026 · Last updated
Seth Klarman opened 3 new positions and increased 8 existing holdings in the Q2 '26 filing — a combined buy footprint of $2.85B. Largest new position: CME GROUP INC at $136.7M.
New positions (3)
Increased positions (8)
| Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | 3743854 | $892.3M | 16.48% | +20.0% |
| GOOG | ALPHABET INC | 1371931 | $484.7M | 8.95% | +16.2% |
| FERG | FERGUSON ENTERPRISES INC | 1450594 | $344.3M | 6.36% | +0.6% |
| GPC | GENUINE PARTS CO | 2816178 | $332.3M | 6.13% | +89.0% |
| WCC | WESCO INTL INC | 662881 | $229.0M | 4.23% | +-53.9% |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | 7730000 | $163.2M | 3.01% | +112.9% |
| GDHLF | GDS HLDGS LTD | 3769818 | $113.2M | 2.09% | +23.8% |
| LBTYK | LIBERTY GLOBAL LTD | 8543161 | $94.0M | 1.74% | +-36.2% |